The purpose of these instructions is to allow a Sponsor to create a PO, the PO would go to a School Admin for approval, and then to the Bookkeeper for printing and posting. First, the Sponsor needs to be set up in SFO.
Sponsor Portal can be set up either by the Sponsor registering through the Sponsor Portal website or by the bookkeeper directly in SFO. If your school district is using Active Directory, the Sponsor will log in using their AD credentials and the bookkeeper will only need to assign accounts to the sponsor.
- Register by going to the website: sfo.schoolcash.net/SPXXXXXXXXXX. (Insert your district name & state here, will be the same as regular SFO) and click on the “Need to register for an account?” link.
NOTE: If your district uses Active Directory, you will enter your AD credentials – you will not need to register.
- Fill in all the fields then click the Submit button. You will get a message confirming your registration, and that you now have to wait for the bookkeeper to give you access to your accounts.
- Notify the School Bookkeeper that you have registered and wait for your accounts to be assigned.
- Once registered you will use the same web address: sfo.schoolcash.net/SPXXXXXXXXXX. (Insert your district name & state here, will be the same as regular SFO) to access your account information.
NOTE: Clicking on the Sponsor Portal logo with always bring you back to the main screen.
Once your accounts are assigned, enter the same URL address, enter the user name and password you used to register and the Sponsor Portal Main Screen displays:
My Accounts:
Click on My Accounts to see the accounts that are assigned to you:
Click on the Sponsor Portal logo to return to the main screen.
History:
Click on History and select an account to see an account balance and details on the account. The year to date information displays at the top. To see detail on an account within a date range, enter a start and end date. Select Detail (view only) to see the information on the screen or Detail (printable) to display a report that can be printed.
Vendors:
Vendor information is available to view or print.
Select an account from the dropdown.
Select the vendor that is associated with that account. Once the vendor is selected, viewable information displays. Select Detail (Printable) if you want to print out the vendor history.
Receiptees:
Receiptee information is available to view or print.
Just like the vendor, select and account and then a receiptee. The viewable information displays and can be viewed on the screen or a receiptee history report can be printed.
Purchase Request:
Sponsors have the ability to create a purchase order in the sponsor portal. Once the PO is created, it is sent to the bookkeeper for review, the bookkeeper will print and post the PO.
Click on Purchase Request, fill out the PO and click Save. A confirmation message displays and the PO is saved in the Unposted Purchase Order Register. The PO must be approved prior to printing/posting.
If the PO is ready to be submitted, click the SEND BATCH button. The PO is sent to the school bookkeeper for review.
The Bookkeeper will review and accept the POs. The Bookkeeper sends the PO to the School Admin to be approved or denied. Once the School Admin approves or denies, the POs are sent to the bookkeeper for printing and posting.
Purchase Review:
Once PO’s are posted in SFO, the Sponsor will be able to Review from this screen. All PO’s will be listed in the grid below. Click on the PO to review the details of the PO.
My Profile
Click on My Profile if you need to change your password. If a sponsor forgets their password, the bookkeeper can assign a generic password and the sponsor will come to My Profile to change. Enter the password, verify and click on Save.
Logout
Click on Logout to return to the Sponsor Portal login screen.